July 4, 2017 09:45
Photo : Freepik
The general agent BridgeForce Financial Group comes to deploy the platform back-office WealthServ, for the administration of its activities to life insurance and segregated funds.
The platform technology supplier Bluesun support the activities of 10 offices of BridgeForce distributed in Ontario. «We chose WealthServ, more specifically for its flexibility that allows for operational efficiencies and position us for growth,» said Michael Williams, president of BridgeForce and Canadian Association of Independent Life Brokerage Agencies (CAILBA).
BridgeForce intends to migrate both its insurance products and its investment products to the system WealthServ, in the course of the year. BridgeForce and Bluesun say they have completed the first part of this migration on 5 June, and that business investment will follow in a few months.
Bluesun said to have performed eight transitions similar in 2016. «We are excited to have all the offices of BridgeForce with Bluesun. Add BridgeForce reaffirmed as the supplier in head of the market of independent consultants, while we count the top five general agents in Canada, » said Mike Donati, CEO of Bluesun.